Zachary Epstein, Esq., CPA, MBA - Tax Law

PROFESSIONAL SERVICES:
I provide professional, personalized legal services to individuals and small businesses in the areas of taxation, estate planning, probate / trust administration and business transactions. As an attorney, CPA and MBA in finance with over 20-years of combined tax and legal experience I offer a unique combination of skills and practical experience to my clients at comparably reasonable rates. I look forward to speaking with you.

zepstein@aol.com   •   510.841.4500

 


 

Among the services I offer
and customarily required by its tax clients are:

* IRS and State Audits and Appeals
* Sales Tax Audits and Appeals
* Federal, State and Local Tax Advice
* Section 1031 Tax Deferred Exchanges
* Structuring of Business Transactions
* Tax Court Litigation
* IRS and State Collection Defense
* Abatement of Tax Penalties
* Individual Tax Planning
* Business Tax Planning
* Estate Tax Planning
* Structuring Employee Stock Option Plans
* Executive Compensation and Taxation

The legal services I offer
in the estate planning and probate areas include:

* Revocable Living Trusts
* Wills
* Family Limited   Partnerships
* Life Insurance Trusts
* Grantor Retained Trusts
* Charitable Trusts
* Powers of Attorney
* Trust Administration
* Probate
• Preparation Estate and Gift Tax Returns

The legal services I offer
in the legal transactions area include:

* Formation of Corporations, Partnerships & LLCs
* Corporate and Partnership Dissolutions
* Choice of Business Entity
* Partnership and LLC Operating Agreements
* Corporate Shareholder Buy-Sell Agreements
* Sales and Acquisitions of Closely Held Businesses
* Contracts and Promissory Notes







 

 

1915 Addison Street   •   Berkeley, CA 94704   •   510.841.4500   •  zepstein@aol.com
PROFESSIONAL CERTIFICATIONS:
Member of California Bar - License #184202
California Certified Public Accountant - License #83340